Anic Equity¶
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Total return since start: 0.549 %¶
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Equity now: -----------------------------> 47314.02 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45920.2 Kr¶
PnL: ---------------------------------------> -968.37 Kr¶
DD now: ---------------------------------> -2.706 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 10:50:12.443170'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.250000 | 2782.500000 | 146.500000 | 5.560000 | 2636.000010 |
| HMS Networks | 2 | 15.560000 | 799.200000 | 126.200000 | 18.750000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 3015.000000 | 88.000000 | 3.010000 | 2927.000000 |
| SAAB B | 8 | 0.990000 | 3441.600000 | 64.600000 | 1.910000 | 3377.000000 |
| Intrum | 4 | 7.880000 | 572.000000 | 45.000000 | 8.540000 | 527.000000 |
| MedCap | 2 | 0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.480000 | 393.900000 | 38.900000 | 10.960000 | 355.000000 |
| AcadeMedia | 12 | -0.410000 | 583.200000 | 26.200000 | 4.700000 | 557.000004 |
| Corem Property Group B | 59 | -2.290000 | 602.980000 | 25.980000 | 4.500000 | 576.999999 |
| Resurs Holding | 22 | -0.950000 | 596.200000 | 22.200000 | 3.870000 | 573.999998 |
| Boozt | 12 | -0.070000 | 1666.800000 | 12.800000 | 0.770000 | 1653.999996 |
| Eastnine | 4 | 0.000000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Norva24 Group | 16 | 0.700000 | 550.080000 | 7.080000 | 1.300000 | 543.000000 |
| OEM International B | 7 | -0.520000 | 534.800000 | 6.800000 | 1.290000 | 527.999997 |
| Securitas B | 6 | -0.580000 | 575.400000 | 5.400000 | 0.950000 | 570.000000 |
| Swedbank A | 3 | -1.810000 | 569.250000 | 5.250000 | 0.930000 | 564.000000 |
| Coor Service Management Hold. | 8 | 0.150000 | 536.000000 | 4.000000 | 0.750000 | 532.000000 |
| Karnov Group | 9 | -0.330000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.820000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.190000 | 247.200000 | 1.200000 | 0.490000 | 246.000000 |
| CTEK | 13 | -0.290000 | 527.540000 | -6.460000 | -1.210000 | 533.999999 |
| Handelsbanken A | 5 | -1.440000 | 532.000000 | -14.000000 | -2.560000 | 546.000000 |
| Midsona B | 63 | 1.010000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Nordea Bank Abp | 29 | -1.020000 | 3433.600000 | -20.400000 | -0.590000 | 3453.999992 |
| Beijer Electronics Group | 26 | -6.290000 | 2943.200000 | -27.800000 | -0.940000 | 2971.000006 |
| Essity B | 2 | -4.430000 | 534.400000 | -39.600000 | -6.900000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.270000 | 551.000000 | -43.570000 | -7.330000 | 594.565215 |
| Vivesto | 1368 | 1.490000 | 541.450000 | -71.550000 | -11.670000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.100000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Essity A | 4 | -4.290000 | 1070.000000 | -79.000000 | -6.880000 | 1149.000000 |
| Fasadgruppen Group | 35 | 0.960000 | 3668.000000 | -143.000000 | -3.750000 | 3810.999990 |
| OX2 | 18 | 0.320000 | 1407.600000 | -256.400000 | -15.410000 | 1663.999992 |
| Axfood | 13 | -2.690000 | 3480.100000 | -275.900000 | -7.350000 | 3756.000001 |
| Ovzon | 52 | 0.560000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45920.200000 | -968.370000 | -2.70589% | 46888.564618 |
Updated:¶
'2023-01-26 10:50:25.338880'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
